SPLG:NYE-SPDR® Portfolio S&P 500 ETF (USD)

ETF | Large Blend |

Last Closing

USD 69.73

Change

0.00 (0.00)%

Market Cap

USD 54.47B

Volume

8.79M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-22 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.72 (+0.25%)

USD 456.91B
SCHX Schwab U.S. Large-Cap ETF

+0.13 (+0.56%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.34 (+0.66%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.18 (+0.15%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.19 (+0.26%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

-0.09 (-0.13%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.19 (+0.33%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.18 (+0.63%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+0.64 (+0.52%)

USD 3.87B
DIVO Amplify CWP Enhanced Dividend ..

+0.18 (+0.44%)

USD 3.78B

ETFs Containing SPLG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.74% 79% B- 83% B
Dividend Return 1.15% 62% D 19% F
Total Return 25.89% 81% B- 82% B
Trailing 12 Months  
Capital Gain 25.21% 81% B- 83% B
Dividend Return 1.15% 51% F 18% F
Total Return 26.36% 82% B 82% B
Trailing 5 Years  
Capital Gain 84.86% 76% C+ 85% B
Dividend Return 9.49% 69% C- 29% F
Total Return 94.36% 75% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 11.96% 33% F 69% C-
Dividend Return 13.31% 35% F 67% D+
Total Return 1.35% 67% D+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 23.83% 17% F 46% F
Risk Adjusted Return 55.84% 18% F 71% C-
Market Capitalization 54.47B 98% N/A 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.